ChannelCRM Release News

Search&Selection changes, minor report change in Consultancy

9/2/2010

	Change	The report template for consultants vacancy dates is changed into only showing active consultants.
	New function	Search&Selection: The list of applicants on a position has got a new context menu item: Change status on all selected.
	New function	Search&Selection: The list of applicants on a position has got a new context menu item: Add applicant Info Tag to all selected.
	Change	Search&Selection: The Matchbuilder has had some changes to make it more intuitive. Also a "Execute all" button is new; enabling many search critertia to be performed in one go.
	Change	Search&Selection: The Matchbuilder target list has got a new colum "CompanyAsText". Use this if you want to use employer names for apllicants not linked to a company in CRM. (Could be non-local residents).

Report template for consultancy, Info Tag Management, error fixes

8/31/2010

	New function	A new report template is found in the report designer: Consultancy / Vacancies. Using this you will see consultants along with the dates of their next vacancy periods.
	Error fix	Search&Selection option: The Status Report for a position failed to show pictures of applicants. Fixed.
	New function	In the Info Tag Management dialog new contect menu items now enables you to change prefixes for Info Tags already assigned to items (companies, contacts, etc.) Use with care as there is no undo. This options comes handy if you are to change your Info Tag pick list. Could be that you have groups below "Experience." and you late decides that "Experience." should be changed into "Expertise." even in tags already assigned to contacts.
	Change	Deleting an Info Tag assigned to an items (contact, company, etc.) will now result in the deletion being made to the database right away. Before this change you could end up not having the deletion made and the tag re-appear.

Updates to german translation, license count check, minor details

8/24/2010

	Change	The German translation has been updated.
	Change	On start of program a check is made to ensure that the actual number of users given access to the system does not exceed the number of users licensed. If this check fails a wait of 60 seconds is enforced. To check (and possibly make some users inactive) go to Administration / Registration. To change user status go to Administration / System setup / User administration.

Un-bind company, navigate contracts, error fixes.

8/11/2010

	Error fix	Navne&Numre Markedsdata: When pressing the Un-bind button (to mark the company as not mappable to the NNM sertvice), the change wasn't saved automatically unless other edits was pending. Fixed.
	Change	From the Contract List tab page below a company it's now possible to navigate (open) contracts by double click.
	Change	The GermanSalutation merge field now resolves into "Sehr geehrte Damen und Herren" in case no salutation for the contact is selected.
	Error fix	On rare conditions some confirmation dialogs (OK/Cancel) could return OK even if Cancel was pressed (if another application interferred with the message que between time of the click and getting the message). Fixed.

Minor changes

7/8/2010

	Change	Search&Selection: The applicants list below a position now adds the field FriendlyName (not shown by default).
	Change	Trying to open a document (double-click a document link) on which the file is missing (deleted ot moved) will now show an informative dialog and not Windows Explorer.

Categories in Outlook e-mail sync, drag-drop of urls, minor changes to Finance File Importer, new C5 Report Template, ...

7/2/2010

	New function	Drag Drop internet links to document lists. It's now possible to drag an internet/intranet (SharePoint, etc.) link directly into document folders.
	New function	Use Outlook Category to fine-tune e-mail sync. E-mail sync from Outlook can now be done using category. If setup this way only e-mails to which you have assigned the category will be considered for e-mail scan and as such stored as CRM documents. This release will ask you once if all e-mails are to be scanned (a category of ) or if you want to use the new feature. This is to make sure that () is not the default in cases where you want to use categories but for some reason have re-installed the client.
	Change	The Citrix button is removed from the Settings panel as it is not relevant anymore.
	Change	The optional Finance File Importer now truncates debtor data (like address-lines) in case needed.
	Change	The optional Finance File Importer now enables import/update of PrimRelation and Potential on debtors using "reverse lookup". In other words: You can use the text values shown in the drop downs within CRM as input data.
	Change	DropZone (in the optional Search&Selection module) now unpacks e-mail attachments (if you have setup your Outlook sync to do so in general).
	New function	A new report template (Finance File Import / C5) is added to the report designer template. This "Most Recent Sale" will list all customers in your data along with a date filed showing the most recent invoide date.

Postpone activities, Custom Fields, + minor details.

6/24/2010

	Change	Putting a linked document into Secure Folder (via the context menu) now also deletes the plain text image as not to enable users to peek into the contents. It will however still have pointers in the full text index (payable option) and users will therefore be able to search for a word that - just by finding that this particular word is part of the text - gives clues to the content. If you want to avoid this totally, you will have to force a rebuild of the full text index.
	New function	Using this new feature you can now add custom fields to Company, Contact, Project, Activity and Position. Documentation not updated yet though.
	New function	ToDo list postpone activities. In the ToDo list context menu you now have the option to postpone activities. One or more activities can be postponed to Today or Tomorrow. And single activities can be moved to any date.
	New function	CRM Manager: Module Management / Finance Data Import. The settings (like column mappings) are exportable using the menu items Save as.

Citrix fix

6/9/2010

Change

In main menu Edit / Preferences you will find a check box labeled "On Citrix". Check this if you are having problems connecting to Outlook AND you are running ChannelCRM on a terminal server (like Citrix)

Fix for Outlook connect on servers

6/9/2010

Error fix

Fixed error when connecting to Outlook.

Info Tag selection, GroupWise Calendar fix, Outlook 2010, ...

6/9/2010

	New function	The Info Tag list now poses an "auto filter row". Enter any part of an Info Tag here and the relevant Info Tags (already on the Company, Contact, ...) gets filtered as well as the pick list. This is very handy if you have long pick lists and many tags.
	Error fix	GroupWise (payable option) could ignore some appontments in GroupWise Calendar even though they were changed since last scan. Fixed.
	Change	The way to connect to Outlook has changed slightly in order to make sure that Outlook is started if not running already.
	Change	Support for Outlook 2010 32bit on 64bit systems enhanced.

Summaries in Forecast, Parent companies in Organization Tab, ...

6/7/2010

	Change	The Forecast and MyForecast windows has had group totals for Value and Weighted added. A Reset Grid Settings feature is added to the context menus as well. And the currency format setting reflect the global CurrencyFormat set by Administration / Global settings.
	New function	The Organization Tab (below company - showing organizational relations) is complmented by a lower grid showing parent companies (in first level). This grid is click-navigatable as well.
	Change	Loading layouts for main windows has been optimized to reduce possible screen flicker.

Minor changes

6/1/2010

	Error fix	Activity set location as -Get data- could raise an error for the Department field. Fixed.
	Change	The new "Simple layout" could be set to true resulting in your layouts becoming very basic. Changed to make certain that it will default to false. To change it youself please ude the main menu File \| Preferences.

Department field in company selector, Data Validation utility, Text print from memos, ...

5/31/2010

	New function	A new Delete function is in the Contract File menu. It is only visible if you are granted Administrator or Sales Management rights. And it will only delete if no documents are journalized on the contract.
	Change	The Company Selector (the one you would use to assign anything to a company) now have Department column also. You may have to reset the grid settings withing the selector to see it though. (Right click on a column header and click Reset grid settings)
	New function	A new Data Validation Utility (Administration / System Setup) is added. Use this to re-calculate the boldfacing og Top Org companies in serach lists (in case they prove wrong).
	Change	The text print from within a text tab is changed to allow for nicer looks. Word wrap is enforced to make sure the print doesn't truncate and the display is recalculated according to your marging changes etc.
	Change	Minor changes to CCRMFileImport.

New layout mechanism (READ THIS - IMPORTANT CHANGE) + minor changes

5/28/2010

	Change	The internal methods for persisting layouts (your changes to company-, contact and project-window etc.) has changed out of nescessity. If you have modified windows in ChannelCRM you will most likely need to re-modify them again. We are sorry for the effort this imposes on you, but the new possibilities in Windows7 and Office2010 makes this step unavoidable.
	Change	Search&Selection: The applicant window now uses the same basis layout as the contact window. No need to maintain a separate version for this. Applicant specific tabs will be shown automatically.
	Change	Converting a contact into an applicant as well is now done by a syngle click in a checkbox (situated topmost in the contact window). No need to use a "Shown as" dropdown anymore.
	New function	Consultancy option: The Assignment Match window now also includes business address fields in the grid. Modify the grid (column chooser) to show these fields.
	Change	QuickSearch now also returns the department of the found companies in the result list.
	Change	Administration \| Delete companies: The grid now includes a searchrow making it easy to filter out say all companies with "delete" somewhare in the name.
	New function	Administration \| System setup now includes a utility (Data Validation). A first util in this dialog is capable of cleansing all phone numbers in your data to make sure that no spaces or other alien characters are in them.

New services, Activity Levels context menu, Outlook sync of regional codes.

5/20/2010

Error fix	Some users reported that international dial numbers was not always synced to Outlook contacts. Fixed.
New function	Sales Management \| Activity Levels: A new context menu allows for adding Info Tags as well as changing the owner of companies in the list. One use could be to transfer ownership for companies on which the current sales rep has done nothing.
Change	In the Contact window tab Occupation we have changed the year selectors slightly to allow for more intuitive data selection.
New function	Payable Option: C5 SQL Import. This new service and management tools are released. Requires license.	http://www.channelcrmhelp.dk/index.html?net_integration_c5_sql.htm
New function	Payable Option: Finance File Import. This new service and management tools are released. Requires license.	http://www.channelcrmhelp.dk/index.html?net_integration_to_filefinance.htm

Financial Data Import, C5 SQL Import, print activity, MS Office 2010, ...

5/19/2010

	New function	From the activity window menu File \| Report you now have a simple preview/print.
	New function	File based import of invoice data as well as debtor information and price book information is now configured as a scheduled Windows service running on the server. One use would be to keep information in sync between your xxx-financial package and CRM.
	New function	A Windows service handling import og C5 SQL data into CRM is available. Using this you can have a scheduled task importing Debtor, Invoice (Sales) and Price Book data into CRM.
	New function	CRM Manager: Module Management is now handling setup of the Windows Services responsible for File Based Financial import, C5 SQL import as well as Full Text Indexing.
	New function	A new dialog (left navigator \| Administration \| Service Monitor) monitors the execution of server based tasks like: File Import of Financial Data, C5 SQL import and the Full Text Indexing. The Service Monitor also enables you to request ad hoc service runs.
	Change	Microsoft Office 2010 is supported in basic configurations (32 bit and Microsoft file formats (.docx, .xlsx, ...)) 64 bit editions is not tested yet and the Open Document Format is not supported natively (although you can drag-drop files into CRM in any format - including ODF)

Minor changes

5/11/2010

Change

The link to the required .Net Framework 3.5 SP1 during install (if it's missing from your computer) is changed reflect Microsoft changes.

Minor changes in Consultancy option

5/6/2010

	Change	In the Consultancy / Assignment Match we have included two more columns: 1. Next vacancy date (showing the finish date of any ongoing assignment for the consultant), and 2. Last vacancy data (showing the finish date of the most future assignment/holiday for the consultant)
	Error fix	Consultancy / Search by info: An error was raised if the value field was changed even if the info tag field was empty. Fixed.

Minor changes in Consultancy option

5/4/2010

	Change	Full Text Option: If full text index search is included in assignment match you are now able to select whether to include hits from Documents, Tab Texts or both.
	New function	Full Text Option: If the Full Text Search is acceld from assignment match you wiull find two new items in the context menus: 1. Include consultant in current match-list, and 2. Remove consultant from current match-list.
	Change	FriendlyName is now included in the Mail Merge data thus allowing for use in personalized letters etc.

New Tab in Company, ...

4/28/2010

	New function	A new Tab combining Activities and Contacts is added to the Company window.
	New function	Consultancy: A new screen "Dynamic Info" is added to the Consultancy Option. Use this screen to search for consultants fitting a combination of info tags.
	Change	Full Text Option: The Full Text Search has been modified to refelct the changes with regards to documents being linked directly to a company as well as to any other entity. (Could be to a contact AND to the specific company employing the contact at the time of arrival)
	Error fix	Some e-mails could during sync - if the create activities option was set - end up not having the activity linked to a project even if specified via tags in the e-mail subject or body text.
	Change	Info Tag Management (Marketing and Administration) now highlights the used info tags exactly fitting the info tag pick list. In other words: The info tags that is not part of your pick list are easy to identify.
	Change	Printing the campaign graphs (progress and pivot) now included the campaign name as title and defaults to "fit to page" scaling
	Change	Consultancy option: A contact with Consultant data now default to showing CV Text and Confidential Text Tabs as well.
	New function	Full Text Option: The Full Text Option is now tested on SQL Server 2005 (previously only 2008)

Database upgrade, alerts, Cross Sales Analysis, contract management, ... OBS: This version requires changes to the database. Use CRM Manager to upgrade the database.

4/20/2010

	New function	Activities now features two types of alerts: 1: Alert on activity start 2: Alert x minutes befores start In any case an alert notification will be shown in the bottom right corner of the screen.
	New function	Contracts: A new entity forms the basis for registration and management of contracts. A contract features a name, signer, start, end and renewal. As well as a number of other fields to facilitet easy management. The documents forming the actual legal documents can be journalized onto the contract.
	New function	Contract list: In Activity Center and in Sales Management you will find a new contract list. Use the list to easily find contracts that needs renewal. Sales Management Rights are required to include contracts not owned or signed by yourself.
	New function	Cross Sales Analysis: This list (part of the Marketing navigator group) makes it easy to pinpoint customers having one product but not having another. The list function is based on invoice data fra C5, Navison or economic. And a number of features makes it easy to create contacts (based on invoice references) and to add to campaigns.
	New function	Holiday Import: AS part of Systems Administration you are now able to import holiday data for a number of countries. This feature is global for your installation thereby ensuring that all users see the same holiday calender.
	New function	Consultancy Option: You will now be able to add consultants to projects including status information. Status could be Assigned, Qualified, Screened, Accepted and Rejected.
	Change	Projects now features a Start and Finish data field.
	New function	Contracts Tab: New tabs below Company and Project now lists the contracts linked.
	Change	Search&Selection: The date and time of assigning an applicant to a position is tracked and visible in applicant lists.
	New function	A special German merge field for our German customers: Contact.GermanSalutation. This field will instert Sehr geehrte Frau or Sehr geehrte Herr based on the contents of the normal Salutation field (Herr or Frau)
	Change	Human Resoure: A consultant now have a Sleeping field. Use this to signal that the consultant is not anymore available as consultant or freelancer. The data however is maintained for you to reoport on or to later awake.
	Change	Human Resource: Minimum wage is added to consultants. Use this to search/match consultants to a project based on the wage requirements.
	Change	Human Resource: You will now be able to search for consultants to a given project based on contents in any journalized document or text tab. (Requires ChannelCRM/Full Text Option)

Minor changes

3/29/2010

	Error fix	Exporting forecast data to Excel was incorrect in the sense that selecting xlsx would save as xls and the other way round as well. Fixed.
	Change	Editing Info Tag pick list now defaults to allow only 24 characters in each node.

Consultancy: New Add Consultant

3/29/2010

	New function	In the navigator Consultancy Group a new button creates a new consultant of type freelancer. The button will create the contact (of type consultant) as well as a one person company.
	New function	Consultancy Option: The contacts list below a company now has a new button 'Add consultant' for easy creation of a new consultant employed by the company.

Minor changes

3/25/2010

	Change	The Activity Level Panel (in Sales Management) now includes columns Potential and Priority. Your changes to the grid layout, filtering and grouping are persisted as well.
	Change	In Preferences / Settings you now have the option to make all Word automation happen in threads using EN-us Culture. This option is only to be used if Word automation (merging into word documents) fails otherwise.
	New function	In the Contact window a menu option (Actions / Copy address) now copies address information to the clipboard for easy pasting into documents.

OBS. This upgrade requires Net Framework 3.5.

3/19/2010

	Change	This version requires the Net Framwork in version 3.5 SP1. If this framework is not on the target computer the installation will abend and show a link to the Microsoft download site for the Framework upgrade. Depending on your connection speed the upgrade will take 2 minutes or more.
	New function	Payable Option: Full Text search in all journalized documents as well as on all Text Tabs is implemented. Contact ChannelCRM for details og look into the help site at a later time.
	New function	Delete activities directly from the ToDo list. Activities not completed yet and either Owned or Created by you can be deleted en masse by multi-select and context menu "Delete activities".
	Change	The Occupations Tab (beneath a contact) is now open for direct editing.
	Error fix	Consultancy Option: Using Assignment Match on Info Tags could raise an errror on drop down at the Info Tag Selection. Fixed.
	New function	New Global Parameter: Mask for currency fields. Using this setting (Adminstration \| Systemt Setup \| Global Settings) you can now make currency fields look in either of 3 ways. Default (Windows Regional Setting), #.## or #.

Navne&Numre Critical update, Zoom buttons, Mail Sync, ...

3/4/2010

	Error fix	Due to changes in the service provided from Navne&Numre this update is changed. Unless you update you may see companies not linked to Navne&Numre having Name and address fields blanked during data cleansing.
	Error fix	E-mails having very long subject text could fail to sync. Fixed.
	New function	The Company Search and the Contact Search now poses Zoom bottons give quick access to details like Info Tags, Contacts and Activities. More to come. If you are not granted access to Company Details for companies not owned by you this feature is disabled.

Minor changes

3/2/2010

	Change	Creating a new Outlook e-mail now avoids the interim save just before showing the e-mail for editing. This is to avoid problems in case you have digital signatures enabled in Outlook by default.
	Change	Consultancy: For CV-items the Role field is now a drop-down selector having all previous used roles as items.

Cut, Copy and Paste in TeleCenter, many changes in Search&Selection, lots more

3/1/2010

	Error fix	Cut, Copy and Paste via keyboard shortcuts (Ctrl-X, ...) was not functional for text in the response field of TeleCenter. Fixed.
	New function	Drag and drop of attachments from within an Outlook e-mail to any document tab is now supported. This is an easy way to make sure that importent documents in your customer correspondance are clearly visible.
	New function	It is now possible to mark any number of activities in a list (shown in a Tab) and by contect menu "Delete selected activities" have them deleted. This function will not delete activities marked as completed however. The prime reason for the feature is to enable deletion of future repeated activities in case of a reschedule or the like.
	New function	Print directly from a document list below company, Contact, etc. To print use the right-click context menu and select Print. Only document types that allow for print from Windows Explorer can be printed this way.
	Change	Creating activities from the calendar view now makes the default activity owner (and participant) equal to the user whos calender you have selected.
	Error fix	Pasting a FirstName from the clipboard into the first name field on a contact could raise an error if the name was succeeded with a space. Fixed.
	Change	Creating a new Contact from the list of contacts below a company now by default assigns the country and phonecode of the company as the home country and phonecode of the new contact.
	Error fix	The grid settings (column width etc.) in the Positions tab below an Applicant was not always persisted correctly. Fixed.
	Change	Several mouse clicks are avoided on selecting company, contact, ... for using in Links and the like.
	Change	The Pickers for Company, Contact, ... now persists the most recent used tab (History, My ..., Search) within current session.
	New function	When assigning a Contact to an Activity and the Activity is not yet linked to a Company, the primary occupation company of the Contact will be assigned automatically.
	Change	In the main window selecting a calendar tab will expand the navigator calendar area by itself.
	New function	Search&Selection: Using the Calendar Context Menu (right mouse click) you will now be able to create a Search&Selection activity directly.
	New function	Search&Selection: The matchbuilder now features the selection between AND or OR operators when searching for Info Tags.
	New function	Seach&Selection: Included the ability to remove rows NOT selected from the results list. This is to facilitate easier narrowing in on the most likely candidates.
	New function	Search&Selection: The matchbuilder result grid now persists grid settings.
	Change	Search&Selection: Matchbuilder now facilitates search on more criteria as well as showing more data in the result grid.
	New function	The Alert (Reminder) feature is now also included on Contacts. On opening a contact you will see any alert on the contact and the alerts on any company on which the contact is occupied as primary (normally at most one).
	New function	The QueryBuilder now has the option to change to SQL only mode. This enables queries not possible in the visual builder.
	New function	In a Campaign Target list the context menu now has the option to check all e-mail adresses for syntax errors. Please note that this check does not guarantee that the domains do in fact exist or that the mail will not be rejected.
	New function	Search&Selection: Showing positions tab below a company (the positions on which you have done work with the company as customer) you now also will find zoom buttons allowing direct access to the list of applicants considered for the position.

Consulting option released + minor changes and corrections

2/9/2010

	New function	A module designed to manage consultancy business is added. This is a payable option within the Human Resource module. Look in the on-line help for scope and details.
	Change	When the setting "Create activities for journalized e-mails" is enabled, such activities will be created even if a sent e-mail originates from an activity in CRM.
	Change	Auto created activities during journalizing sent and received e-mails are linked to projects if the e-mails contains sufficient tags to resolve.
	Change	The built-in Security Manager (used to avoid the "An external program is trying to access Outlook data"-warning) can be disabled using the settings dialog (Menu Edit \| Preferences \| General). Only disable this if the warning is handled otherwise and only if the setting is raising errors)
	New function	A general Rich Editor is included (mainly used in the new Consultancy Module). The editor can be reached by menu File \| Other \| MHT Editor. The editor handles a variety of formats including HTML, MHT and Word2007.
	Change	A number of fields in finance data reporting has been changed into currency format but excluding the currency sign. The sign is excluded because we cannot take for granted that your choice of currency for financial reporting is identical to the currency choosed in your local Windows Regional Setting.
	Error fix	Editing an Info Tag just after adding it to a Company or elsewhere could raise an error (most likely if you were adding several info tags just after each other). Fixed.
	Change	The Navision Web Service integration (payable option) has changed to include the column Product Name during sync.
	Change	Editing the Info Tag Pick lists has been improved to allow for drag-drop moving of tags and sub-tags.

Search&Selection: New option in MatchBuilder

1/20/2010

New function

Search&Selection: In the MatchBuilder you now have the option to include candidates already assigned to the position in the result list. This is to allow for scoring in scenarious where you have large numbers of candidates on a single position.

Error only affecting creating new database. Fixed.

1/19/2010

Error fix

Creating a new database in version 6.13 incorrectly labelled the database as being version 6.12. Fixed.

Minor changes.

1/18/2010

	Change	Project Locations: Capacity (decimal) and A_node (bool) fields are added.
	Change	Order Detail: Repeats (integer) added.

Product Pipeline Graph, check for overdue forecasts, warning before change of key data, ...

1/18/2010

	Change	Performing a QuickSearch will now close any opened QuickSearch dialogs.
	Change	By default a warning is given when you try to change a company key field (like name, phone number or customer key).
	Change	While editing the business calendar (Setup) it was possible to let two peiods (months) have the exact same start time. This would raise errors later on. Fixed.
	New function	The Overdue Forecasts dialog (normally displayed on system start - if any overdue) can now be called by menu Data \| Overdue forecast as well.
	Change	The Forecast graph now includes data from overdue forecasts (unfinished forecasts i past months). This is to make sure that you (and possibly your sales manager) do not neglect the numbers. It may be cases that are in fact won - but not checked as such by you. If overdue forecast data are included a warning will be given and you will have the opportunity to navigate to the forecast data in question.
	New function	Product Pipeline: The Forecast window now includes a graph showing the current forecast by product. You can zoom in on details and if you are a sales manager you can graph data by sales persons or groups.

3 months forecast, delete company, mails with no subject, ...

1/13/2010

	New function	The forecast graphs now includes a 3 month button enabling quick access to your 3 month running forecast.
	New function	Delete Company: Administrators and Sales Managers will now find a delete menu item on the Company window file menu. Click on this and the current company WITH ALL LINKED DATA will be deleted from the database. Use with care as there is no way to restore the data except for restoring the complete database to a earlier point in time.
	Error fix	Journaling of e-mails without subject or body-text could fail. Fixed.
	Change	Delete Contact: The Delete button in the contact window has been moved into the File menu. This is to prevent accidential use.

Error fix: Closing a project with lost OrderLines.

1/12/2010

Error fix

Closing a project with lost OrderLines was not possible in 6.13. Fixed.

Copy Orders and Forecast, editing Applicant Info Tags.

1/12/2010

	Change	The Marketing \| Info Edit \| Contacts now also enables editing Applicant info tags. (Requires Search&Selection or Human Resource license)
	New function	Copying Orders (forecast). From any tab showing Orders and Forecast (below a company or a project) you may right-click and choose "Copy Order". The new copy is opened and if needed allows for re-linking to another company or any other editing.
	Change	Translation updates. All languages.

Database Upgrade, forecast weighting, required fields, ... OBS: This version requires changes to the database. Use CRM Manager to upgrade the database.

1/11/2010

	Change	The procedures used by forecast weighting has had a major overhaul. The column 'Completed' has changed into 'Won'. This leaves the following combinations og Won/Lost valid: W/L = false/false => the orderline is in forecast - weigt depending on algorithm. W/L = true/false => The orderline is sold - weight = 100% W/L = false/true => The orderline is loste - weight = 0% Other parts of the overhaul involve getting your changes to forecast/order status/project scores/etc. more directly to update forecast weightings.
	New function	The database is now prepared for handling of FreeLancers (Consultants as an example). This functionality which will emerge in the HR-Module concerns Skills management, CV-items (for internal as well as external use) and free/busy time. FreeLancerd do not have to be users of ChannelCRM. In other words you may administer a large number of consultants for hire.
	Change	CRM Manager: The database backup now clealy states when the backup is completed.
	Change	Query Designer: Tables not suited for reporting are by default excluded from view.
	New function	A new database sceme named 'custom' is created. This is to promote not to use schemas ccrm* when you are to create your own tables/views/procedures etc.
	New function	The database has been enhanced with tables to facilitate the upcoming browser based CRM client.
	Change	In the Calender (in Group View) the shown subject now includes the name of the contact.
	Change	On creating contacts and companies the international dial code is automatically drawn from your default country settings.
	New function	Boldfacing required fields. For the main editors (like Company/Contact/Project/Activity) you can now boldface the field captions and in this way assist the user on whart fields are required filling in. You need UI-Modify Global rights to do this: Right-click the caption in question and select 'Mark/Un-mark caption'. Your setting is persisted in global store and as such for all users.
	Change	A new setting (Edit / Preferences / Document Count) limits the number of documents initially shown below a company or a contact. In case more documents exists a 'Get all' button will enable. Default value for the new setting is 50. (This is to improve performance in situations where you may have hundreds or thousands of documents linked to certain customers)
	Change	Default priority for new companies and projects is now 'Normal' as opposed to previous 'High'.
	Change	If you have large pricelists (> 1.000 products), you will see way better performance on opening order configurations. This is due to the pricelist is only loaded when needed.
	Change	In forecast grids the columns Completed and Lost are changed into Won and Lost. If both are unchecked the line is in forecast. If Won is checked the weight will be 100%. If Lost is checked the weight will be 0%. Won and Lost cannot be checked at the same time.
	New function	The grids showing forecasts and orders now have an additional column named WonLost. This column will show a checkmark if the line is won, a red cross if lost, and nothing if in forecast. Use of this column is optional.
	New function	The Contacts Tab (below Company) now displays an expand button in front of each contact. Click this button to view all Info Tags linked to the contact.
	New function	In the Navne&Numre Import dialog you will now find 3 new menu items Show recent 1, 7 and 30 days of import. Use these to list the most recent imports for reference or for getting into campaigns.
	Change	Drag and Drop of documents within a single documents list is now diabled. Drag and Drop between lists owned by different contacts (or other entities) are still suported. This change is to prevent accidential copies of documents in case you have a shaky mouse.

Contact Merge, changes to Search&Selection and minor fixes.

12/16/2009

	Error fix	Search&Selection: If entering text in the CV-Text field was done just after switching view from Contact to Applicant, the entered text would not be stored in database. Fixed.
	New function	Contact Merge. In case you decide that two contacts are in fact one person, it is now possible to merge the two into one and have linked information merged as well. To use the function, open the two contacts in separate windows and click the "Merge" button on the contact you want to keep.
	New function	Contact Merge. The contact merge funtion can also be triggerede directly from the contact list shown below a company. Select the two contacts, right-click the mouse and choose Contact merge in the context menu.
	Change	Search&Selection: Grid settings (column widths etc.) are now persisted in the Positions Tab below Applicant.
	New function	Search&Selection DropZone: In case an e-mail with contact/applicant information is dropped, and the e-mail-address does not match an existing contact, a simple search for contacts with the same name is done. If this search finds anyone you will be presented with a list of contacts enabling you to select one. Press cancel to have a new one created.
	Change	Search&Selection Research Report: This report - callable from a position - has a new column "Employer Name" added. You may have to Reset the grid settings to be able to select this column.

Minor changes in Search&Selection Module

12/8/2009

	Error fix	The 'Add document to CV-text' has been changed into only adding the text to the CV-text tab - not overwriting existing text.
	New function	The DropZone now has a context menu (right click) with the option to paste text. If the clipboard contains text - including xml that conforms to the DropZone schemas - the required actions will be performed. (Like it would if the text was part of an e-mail dropped from Outlook)

Maintenance update + minor changes to the Search&Selection module

12/3/2009

No data to display

Print campaign progress charts, minor changes in order configuration

11/27/2009

	New function	In the Campaign window tab Statistics, you will find a button for printing the graph or grid currently shown on screen.
	New function	In Order Configuration a context menu (right click) is added to the grid showing order lines. Use this for marking all lines as won or lost. Or all lines except the selected.

Maintenance release

11/26/2009

No data to display

Maintenance release

11/25/2009

No data to display

Multiple e-mail-addresses, translation, minor fixes

11/25/2009

	Change	The e-mail fields are now validating multiple e-mails entered as to make sure that the dividing characters are semicolon+singlespace ("; ")
	Change	The Swedish translation is preogression. All CRM specific texts are translated by now.

Translation updates, Recurring activities, minor error fixes

11/23/2009

	Change	The translation into Swedish is complete. Note however that the translation is done by Microsoft Translation Services with no human intervention nor quality assurance.
	New function	The Activity window now shows a button 'Repeat'. Using this function you can now plan for a series of acitivities based on the currently visible. Base data, links and participants will be copied to each instance. Note that this function creates a number of discrete activities. It is not a single activity with a recurrence pattern.
	Error fix	The 'Merge two companies' could in certain situation be used to merge the internal 0-company with a real company. As a result all personal activities would be linked to this company. Fixed.

New bulk importer, more fields in forecast, delete info tags, ...

11/20/2009

	New function	A new importer for file based data (csv, etc.) import to custom tables is found in the Administration area. Use this for very fast bulk import of external data into custom defined tables in CRM.
	Change	The user selector in Administration \| Import data has been changes to show UserId and Full Name only.
	Change	In MyForecast and Forecast columns are added. On the order level column Project Type is added. On the detail level columns Dimension1..3 are added. Use the context menu Choose columns to make them visible.
	Change	A Delete button has been added to the Info Tag frames.
	Change	The View Designer now gives access to tables in all database schemas except dbo. Most users will not notice this change, bit if you have data in custom tables (and not under the ccrm schema) you will.

Performance in importing, IP Telephony, translation updates

11/18/2009

	Change	Importing price list data from C5-files is faster.
	New function	Dial Out via an URL. Use menu Edit Preferences Telephony to setup the URL-string needed to dial thru your IP telephone.
	New function	Swedish language is (somewhat) supported. Test basis only.

Fixed TAPI error on start.

11/11/2009

Error fix

Starting the ChannelCRM client on a server could raise a "TAPI Error Exception". Fixed.

Maintenance release

11/10/2009

No data to display

Maintenance release

11/10/2009

No data to display

Localization updates, versions in CRM Manager

11/9/2009

	Change	More updates to localizations and missing translations fixed.
	Change	CRM Manager now displays the software version and the version of the connected database in the title bar.
	New function	In the activity window a menu option 'Time changes' enables you to see any past changes to the start and finish times for the current activity.

Localization updates, error fixes.

11/5/2009

	Error fix	In a number of cases the column names in drop down boxes was incorrect.
	Change	In Forecast Analyses the column ProductName is now drawn directly from the OrderLine table (not from the Price list). This is to ensure that even products not in the pricelist are included in the analysis.

Security Update: Global Views

11/4/2009

Error fix

This update concerns the possibility of users having access to Global Views even situations where the required security level of the view is not met.

Localization updates

11/3/2009

No data to display

Document Management by Projects + minor changes

11/3/2009

	New function	Outlook Contacts sync: A new setting "Sync all contacts" meaning "sync all contacts not owned by IMPORT" is added. Use with care as Outlook is not well suited for handling thousands of contacts.
	Change	The Documents Tab below a company now also lists documents linked to a Project having the company as Customer.
	Change	An activity of type Direct Mail (as created from a campaign) now links to the sendout documents from the campaign. Also the activity window is modified as to only showing relevant information in a Direct Marketing context.
	New function	After import from Navne & Numre Markedsdata (Payable Option) you are prompted to start a data enrichment process provising information like trade codes, contacts, KPIs and more.
	New function	Journalizing (or drag dropping) e-mails will now scan subject and body text for Project Tags and if such found link the e-mail to the project as well as to the contact person.
	New function	Creating an e-mail based on a template now includes the possibility to include Project Tags used for journalizing. The merge codes in question are Project.TagId and Project.TagKey (using the internal ProjectId and ProjectKey). In the e-mail the fields will look like #[2314]# and #(P1708)#. Any e-mail containing fields like these will be linked to projects as well as to contacts.
	Change	If you create a new contact using the 'Check for existing' dialog the mobile phone number and the business mail is used in creating the new contact (and not only for ensuring uniqueness)
	Change	The menu item Change User Interface has been changed to allow only for Basic and Advanced layouts. These layouts have been made up to date however.
	Change	The Outlook e-mail scan now allows for items of type IPM.Note.SMIME.MultipartSigned thereby enabling digitally signes messages.

New Database Release. This upgrade requires you to use CRM Manager to upgrade the database metadata.

10/26/2009

	New function	Forcing client upgrades is now possible. Enter Administration / Global settings and specify the required version (ForceVersion) and the folder containing the msi package (setupcrm.msi). Both parameters have to be exact and the folder has to be accessible from the client. And it is your responsibility to ensure that the correct msi file is in place.
	New function	In the MyForecast panel - tab Data - you will now find two new columns: HighScoreIndex and HighScoreLabel showing the rightmost checked score for each of the forecast lines. Grouping is enabled and the grid now persists your settings.
	Change	In Campaign Easy Query the dynamic info tag selectors now have an empty line added topmost. Handy if you are to cancel the selct by info.
	New function	Scripts (for automated actions by custom buttons) now have the option to escape merged data strings. This will come handy when composing urls linking to web form based systems.
	Change	Administration \| Import: An introduction is there to give you an overview of the import process.
	Change	Administration \| Import: Color coding of the import file data based on match with current data. Resolving conflicts is very easy using a drop down of possible matches.
	Change	Administration \| Import: You decide what fields or combination hereof are to be used for matching import data with current data in CRM.
	New function	Administration \| Import: During import you can decide to have all companies - and possibly contacts - in your data file added as targets for a campaign.
	New function	Administration \| Import: You decide the tables to change during import. I.e. you may decide that the company information in your datafile should only be used to identify the companies - not for update.
	New function	Administration \| Import: You can disallow updates to key fields like ImportKey, CustomerKey, TDC_ID, Company Name, Phone, VAT number, Zip and Address1.
	Change	The Company and Campaign selectors now have a Clear-button used for removing a link.
	Change	Search&Selection: In all search lists showing Contacts you will now se Contacts that are also applicants on a powder blue background.
	Change	The search procedures on contacts are improved performancewise.
	Change	Searching for a contact by name now alows for name in the format "LastNames, FirstNames". Handy if you are not certain on the middle names. And with far better performance.
	Change	The ToDo-list now also include the Country name of the company.
	Error fix	The Order documents linked to an order that is in it self linked to a contact is now shown in the document list of that contact. (As is the case already with company and project)
	Change	Administration \| Import: Importing trade codes (according to NACE DB07) is now done solely by use of the trade codes themselves. Multiple trade codes are allowed in each line. The first one will be considered the primary unless a primary is already on the target company. Trade code descriptions are added automatically.
	Change	In the Calendar ProjectName and PositionName (Search&Selection) are included in the appointment headers.
	New function	In Text fields (the multi line ones) pressing keys Ctrl-T will insert a date and time stamp.

Next Year Forecast, Repetitions in order lines, personal mail for applicants, order by url

10/9/2009

	Change	Creating an e-mail from an applicant (Search&Selection Module) will now only consider the personal e-mail address of the contact.
	Error fix	Making repetitions basen on an order line could raise an error. Fixed.
	New function	The Forecast Graph, Funnel and Data now have the option to show data for next fiscal year.
	New function	Macro Button on Order Configuration form. Using this you will be able to communicate with web-based order intake forms from the context of an order in CRM.

Easier project creation, send error log, minor bug fixes.

10/7/2009

	New function	The Order Configuration (Forecast) now shows the Project Scoreboard for the linked project. This allows you to check items on the scoreboard without leaving the forecast. In case a project is not created aforehand a single click on the scoreborad will create a default project for the forecast. NB: You may have to reset the Order Configuration Layout in order to show the new score field.
	Error fix	Double Click on a photo (on the Contact window) could raise an error if no photo was attached. Fixed.
	Error fix	Booking a meeting from TeleCenter - on behalf of a client - could raise an Outlook form for allowing access to Outlook. Fixed.
	Change	Sending the error log via e-mail has changed slightly into putting the log data into the windows clipboard, opening an e-mail and then having you to to paste the error log into the body of the mail. This change was needed because some e-mail clients would not allow large amounts of text to be inserted via the link.

Navne&Numre Ejerskab, layout easy, subfolders in Outlook, ...

10/2/2009

	New function	On on-line lookup you wll now also see ownership (Requires Navne&Numre license)
	New function	Hide/Show tabs are now easyly done by top menus in the windows Company, Contact, Project and Activity. In case you are granted rights to save modified layouts an option to save is also enabled.
	New function	During program start a check to se if documentfolder is accessible is performed.
	New function	For Outlook sync you can now select to include subfolders of your mail folders for the next scan. After this scan the folders list is reset to normal (without subfolders). This option is handy initially if you have organised your customer communication in folders before buying CRM.

Sales Funnel By Score, Save headers from data import, ...

9/25/2009

	New function	The Sales Pipeline Funnel is now able to group the pipeline according to the highest score added to the sales projects.
	Error fix	Saving an import data sheet from the data importer could result in some headers saved as blank. Fixed.

Important update to Import from file and Import from Outloook, resource optimation during Outlook sync

9/23/2009

	Error fix	If fields Company.Text and/or Contact.Text are selected for import some conditions could force the data to update in stead of add lines. Fixed.
	Change	Systems Resource Consumption (GDI+) is optimized during Outlook sync.

Minor change in Navne&Numre, ...

9/22/2009

New function

Navne&Numre (Payable Option) now also shows subsciption rules (tegningsregler). From the company window select NNM and lookup the company.

Minor changes

9/21/2009

	New function	While importing fro Navne&Numre (payable option) you can now choose to have the Yellow Pages Section Headers imported as Info Tags. The Info Tags will start with "Rubrik." To enable this, goto Administration \| System Setup \| Global Settings and check the parameter "NNEImportCategories".
	New function	During campaign design you can now choose to add companies without contacts, and - when the target group is formed - select the best contacts to start on.

Better translation, error on load of import sheet fixed, ...

9/18/2009

	Change	The translations into Danish and German are improved. Primarily in areas like local context menus.
	Error fix	When loading an Excel sheet of data for import, this sheet - even if it contained adequate headers - required you to select the headers manually. Fixed.
	Change	When opening TeleCenter, and not having customized the view, the initial tab would be Activities. This is changed so that the initially shown tab will be 'Text & Response'.
	Change	In Campaign Bookings Report the booking time is now correctly shown as the creation time of the meeting activity.
	New function	Search&Selection: From at list of contacts it's now possible - via the context menu - to 'convert' any number of contacts into also being applicants. Remember to include the field ContactId in the view definition.

Setting to exclude contacts from QuickSearch

9/17/2009

Change

A new setting (Menu Edit | Preferences | Include contacts in QuickSearch) is added. Default is true. QuickSearch will speed up quite a bit if you set this to false.

More efficient Outlook sync, Outlook Contacts import error fixed

9/15/2009

	Change	The Outlook sync mechanism has been modified to consume less resources and to release resources quicker. Mostly of concern if you run ChannelCRM in Terminal Service environments.
	Error fix	The Administartive Import from Outlook Contacts could raise an error preventing import. Fixed.

Error logging, history changes, ...

9/13/2009

	New function	A global errorlog mechanism for the ChannelCRM client is in place. This file collects information on error conditions whether they are anticipated by development or not. You can view the information by menu Help \| Show error log, and you can choose to send the information by mail.
	Change	When linking - say an activity - to a company by use of the history list it may be difficult to select company if more than one company having the same name are in the list. The mouse hoover hint now shows additional address data to assist.

Outlook sync performance, fixed error on loading global layout for Applicant, + minor changes

9/3/2009

	Change	The way a connection to Outlook is made has changed into "if Outlook is running connnect to it - otherwise start Outlook". This consumes fewer resources and is quicker.
	Error fix	Opening an Applicant (Search&Selection Module) provoked an error if a global layout was assigned. (Error introduced in 6.11.54.0). Fixed.
	Change	When ad-hoc cleansing data with Navne&Numre Markedsdata (payable option) the responsibility areas for each contact are added as info tags.
	New function	Using menu "Help \| Show error log" you now have access to an error log with data collected from ChannelCRM use.

Error fix in assignment of occupations

9/2/2009

Error fix

When using the direct (tabular) editing of occupations below a contact (normaly only visible in the Search & Selection module) updates to linked companies could fail.

Minor changes in CRM Manager, Fix to saved layouts

9/1/2009

	New function	CRM Manager: A util to move e-mail-addresses from private to business (for all contacts) is provided. Use this if you by mistake have imported e-mail-addresses directly to contacts.
	Change	CRM Manager: The build in backup utility now sets the expiration date to now + 10 years.
	New function	A Clear button is added to the Contact Picker. Use when you by mistake have linked an activity to a contact.
	Error fix	Saved layouts could render incorrect. Fixed.

Self button in calendar, visual problems with padding width solved

9/1/2009

	Change	The calendar now poses a Self-button for easier acces to your own calendar.
	Change	6.11.52.0 introduced changes to default paddings in layouts (9 pixels as opposed to 4). This changes is reverted in edit forms like Company, Contact, ...

Funnel Graphs, Phoner selection in campaigns, activities in TeleCenter, Dashboard enhancements, + minor changes

8/31/2009

	Change	The Projects Tab (below company) now also shows Contract Data. You may have to use the grid context menu "Reset grid settings" to enable this field.
	New function	An activity tab has been added to TeleCenter. By design you cannot add activities from this, but it comes handy when you are to get the overview before making the call.
	New function	In the Campaign designer there is now a tab providing access to a list of phoners attached to the campaign. If you select one or more phoners in this list, the campaign will only be available to these. If you select none (default state) the campaign will be available to all as normal.
	New function	In Forecast and MyForecast Funnel Graphs are implemented. Use this to determine if you have a well balanced pipeline.
	New function	New skins Springtime, Seven, Seven Classic, Sharp, Foggy and Darkroom. (Seven is like a preview at the upcoming Windows version). You can change skin via the menu Edit \| Preferences \| Display
	New function	The Dashboard now adds "Planned activities". This applet uses bar chart to visualize the number of planned activities (meetings and phone calls) for current week and the next 4.
	New function	The Dashboard now adds "Created activities". This applet uses bar chart to visualize the number of activities created(meetings and phone calls) for current week and the previous 4.
	New function	The dashboard now included the option for Sales Management to switch user. In other words a Sales Manager is able to view the dashboard with data from his/her employees.

Persistent Projects Tab, duplet checking, video links, ...

8/24/2009

	Change	The Projects Tab (below company) has been changed to persist grid settings (sort, widths, visibility, ...)
	New function	In settings you can select to have duplet-checking on all creation of contacts.
	Change	The Company Context Report now includes mobile phone numbers for contacts.
	New function	Direct links to context videos (Show Me) are shown for new functionality and new videos. These video alerts have an "Dont show again" button.

Turnover from Navne & Numre, Mail Merge from TeleCenter, On-line demo

8/19/2009

	Change	On data cleansing from Navne & Numre Markedsdata (Payable Option) the field Company.Turnover is calculated as the turnover in the most recent balance sheet.
	New function	The Documents tab in TeleCenter now allows for creating documents based on templates. The document will merge data linked in any way to the active call (Company, Contact, etc).
	New function	Potential buyers of ChannelCRM now have the option of testing ChannelCRM on a live, on-line database server.

Minor changes

8/17/2009

	New function	In Help \| About a new button will perform a test on various items used for communication with Outlook.
	Change	The Sales Management \| All documents list will now show secure documents with coral background.
	Change	The Navision interface (payable option) has been changed to use Posting_Date for synchronizing Credit Memos.
	Change	The installation MSI-files has been made to reflect the version of the install in the comment field. That way you can right click an install file and decide what version of ChannelCRM you can expect to be within.

Minor changes, grid persistense, "New Company"-dialog error from version 6.11.41.0 fixed.

8/12/2009

	Change	The dialogs for creating a new company and new applicant has been changed to show headers for the similar companies/applicants. This is to allow for changing column widths and sort order.
	Change	The Pick Dialogs for selecting a company, contact, project, ... are changes as to persist column widths etc.
	Error fix	The dialog for creating a new company in version 6.11.41.0 was corrupted during translation. Fixed.

UI changes and minor fixes

8/10/2009

	Change	More grids have been made persistant with regards to column resizing, order, visibility, ...
	Change	The pick dialogs for selecting company, contact, project, ... now persists size.
	Error fix	When synchronizing with Outlook Contacts a phonenumber field in Outlook with more than 20 characters could provoke an error. Fixed. Please note that ChannelCRM only handles 20 digits in phone numbers (not counting format characters and country codes).
	New function	Search&Selection: On create a new applicant a search in existing data is performed based on names, mobile phone and e-mail-address. This is to avoid entering a person more than once.
	New function	The selected Global User Group (for display in group calendar etc.) is persisted and loaded by default on next program startup.

Minor changes Search&Selection

8/6/2009

	New function	Search&Selection: The ability to remove an applicant from a position is added.
	Change	Search&Selection: Primary company, company name and title columns added to the applicants grid below position.
	New function	Search&Selection: Word formular import using DropZone is added. Use this to have query formulars filled out by applicants create data automatically.

Minor changes and fixes.

7/10/2009

No data to display

Spell Check default, input cursor, Search&Selection minor changes

7/9/2009

	Change	The internal spell checker now remembers your most recent choice of language.
	Change	Search&Selection: When editing the applicant track in the grid directly the columns From date and To date are formatted and edited as year only. If you need to enter a specific date, please use the dropdown calendar selector.
	Change	When selecting a company, contact, project, position or campaign via the drop down selectors, the input cursor is positionen in the criteria field by default.
	Change	Search&Selection: The Research Report now includes fields for Current Employer and Current Title.

Search&Selection changes, cursor placement, merge to Excel, ...

7/9/2009

New function	Merge of Order and OrderDetail to Excel for use as Offers. Merge field codes as usual for Word and Excel.
New function	Merge of Project Locations to Excel. Merge field codes as listed in on-line help.	http://www.channelcrmhelp.dk/index.html?net_mergecodes_word.htm
Change	When opening a main panel for search on company, contact, project, applicant or position the input cursor is positioned in the criteria field by default.
Change	Search&Selection: The applicant window is saving data on close and navigation even if a field is in edit mode.
Change	Search&Selection: The Research Report now includes track information.
Change	The Links tab (below company, contact, project, position) now poses buttons for direct navigation to the linked items.
Error fix	The merge field OrderDetail.DiscountPct is fixed.

Search&Selection changes and enhancements

7/7/2009

	New function	Search&Selection: It is now possible to edit the occupations track of a contact in the grid itself.
	Change	The occupations tab (below contact) now persists grid settings (like column order, sort and width).
	Change	Search&Selection: Research Report now includes track information (occupations)
	New function	Search&Selection: From the documents tab below an applicant you can now right click on a word document and have the content (in plain text format) added to the CV Text.
	Change	Search&Selection: In the main applicant search columns Company, CompanyAsText and Title are included. Data will be drawn from the Primary occupaion of each applicant.
	Change	Search&Selection: In the applicants list below a position a auto-filter row is shown. USe this to seach dfor specific applicants in case there is many.

More DropZone, Occupation track fixes and enhancements.

7/6/2009

	New function	DropZone released for Search&Selection. Use this for importing mails (containing xml) into CRM and thereby creating applicants, links to positions, info tags, journalized documents and more in one go.
	Change	Contact Occupation track now allows for occupations where the company (employer) is not in CRM. The reference is then showed as Company Name in plain text.
	Error fix	When opening Contact Occupations with more than one occupation referring a single company an error was shown. Fixed.

Add applicant to position, DropZone, ...

7/2/2009

	New function	From the applicant list below a position it now possible directly to add an applicant to another position as well. Use the context menu for this.
	Change	If you've got the Search&Selection module or the Human Resource module, the View Builder will allow for querying on tables belonging to the ccrm_hr schema.
	Change	When merging two or more companies the links on positions are changed to reflect the merge.
	New function	Initial release of DropZone functionality delivered. Using this you can drag drop e-mail (containing xml-data) and have the system create/update data in CRM. Very handy if you are to bring data down from your web site (prospects showing integres, applicants for positions, etc.)

Create applicant, occupations error fixed, ...

7/1/2009

	New function	Using main menu you can now create a new applicant even if the employer is not known.
	New function	Using the applicant list below position you can now create a new applicant and have the applicant linked to the position in one go.
	Error fix	An error raisen when edition a contacts occupation track is fixed.
	Change	When adding applicant data to an existing contact a confirmation dialog is shown.
	Change	When converting data from CASH Classic (pre .Net) users with a security level of 0 (administrators) are converted to security level 1 (the highest). Users with former security level unknown are assigned security level 9 (lowest).
	Change	Applicant search and position search has been enhanced with total counts. You may have to reset grid settings using the grid context menu.
	Change	Position search is by default filtered to show only open positions.

Removal of NACE codes, Position Report

6/30/2009

	New function	CRM Manager (Main Menu Utils) now has the option to delete all trade codes from the database. This is handy if your database contains trade codes adhering to the old DB03 standard and you want to import DB07 data.
	New function	A Position Report has been added to the Position window (Search&Selection module). This report can be tailored to list (and print) the applicants linked to the position as well as summarised information on each.

CRM Manager Converting Human Resource data, Pct merge field in offers

6/29/2009

	New function	CRM Manager is now capable of converting Classic databases ciontaining Human Resource and Search&Selection data.
	Change	The Order/OrderDetail mail merge to word has had a field OrderDetail.DiscountPct added. This will multiply OrderDetail.Discount by a factor of 100.

User Settings

6/25/2009

Change

When upgrading from a version to a more recent version the user settings are migrated. This can raise access errors on first application run if the user doesnt have sufficient access rights.

New German translation, Project priority, new Mail Merge fields + minor fixes

6/24/2009

	Error fix	Entering 0 (zero) in the Quantity column during Order configuration could raise an error. Fixed. (0 is still not allowed but a message is shown and the previous value is retained.)
	Change	The translation into Danish changed on Order Configuration. Template field removed.
	Change	Merge of Order and OrderDetail to Word has been enhanced to allow for more fields on the detail (Order Line) level.
	Change	Projects can now be assigned a priority (High, Normal, Low). The priority chosen is also visible on Projects tab below company.
	Change	Marking an Offer Status = Rejected will now mark all Order Lines as Lost AND Closed.
	Change	German translation updated

Global layout deletion, delete info tags, InternalFunction from Navne&Numre

6/24/2009

	Change	When reverting a window layout a check will be performed if teh layout is globally assigned. If so - and if you have rights to change gloabal layouts - you will be prompted whether to ignore the global layout and revert to factory default.
	New function	In the Info Edit dialog (Administration and Marketing Management) the popup menus now also allows for deletion of info tags already used. Use this to remove erroneous or redundant information.
	Error fix	When assigning companies/contacts to a campaign from a personal view an error could arise if the view contained rows without a Company or Contact. Fixed.
	Change	In Navne&Numre Markedsdata import (Payable Option) the groups (area of responsibility) for each contact is imported to InternalFuncktion (Job).

NACE on TeleCenter, Positions on Companies, Search Contacts by Info, ...

6/18/2009

	Change	In the TeleCenter detail window you will now find a text box named NACE. Content will be the NACE text for the NACE code marked as primary.
	New function	The Contact by Info search now includes the Info Pick List previosly only found in the Company by Info search.
	New function	With Search&Selection (payable option) you will now find a tab below companies named Positions showing any positions with the company as customer. The Positions tab is not shown by default. Use Customize Layout to drag it in.
	Change	Better error handling when connecting to a Groupwise SOAP Server.
	Change	When scanning a Groupwise mail folder we now more efficiently copes with items not of mail type.

Support for Groupwise (payable option), minor fixes

6/18/2009

	New function	As a Payable Option CRM will now use Novell Groupwise in the same manner as described for Outlook/Exchange. In this first iteration e-mails are journalized to disk and contacts are synchronized. More to follow.
	Error fix	In the Contact window the phonecode field just in front of the company phonenumber was shown empty.

Minor changes to Outlook sync, Navision interface, ToDo or Calendar at startup, ...

6/12/2009

	New function	The Outlook sync window have menu items allowing for direct sync of folders added. Use this to sync your calendar without any other sync as an example.
	Change	The Outlook sync window now only performs scheduled (automated) syncs when the window is not visible on screen. (I.e. when it is minimized to the system tray)
	Change	The Navision Invoice sync is changed to process invoices in chunks of 100 (as opposed to all in one go). This is to lighten the burdon on the server running Navision.
	Change	CRM Manager now has a global setting whether to use SqlCmd or Systems Managed Objects for executing scripts. The first option is the preferred, but if you are running CRM Manager from a client PC (without SqlCmd installed) the latter may be your only choice.
	Change	During file based import of companies (Administration \| Import) a more sophisticated algorithm is used to avoid dublicates when the same company is more than once in the import file.
	New function	Using Edit \| Preferences you can now decide if either your ToDo list, Calendar, TeleCenter, ... should open on startup. Default is nothing.
	New function	The ToDo list now features two buttons allowing to filter/unfilter the view with respect to activites with or without a linked company. In most situations those without will be activities imported from Outlook. Like 'Attend soccer match'.

Error in creating new Contact. Fixed

6/9/2009

Error fix

6.11.3 introduced an error whereby creating a new contact in some cases would raise an error. Fixed.

Search by Query

6/9/2009

	New function	A new seach named 'Companies by criteria' is added. Use this to search by criterias on Country, Owner, Info, Zip, Trade Codes, ...
	New function	Search lists made by the new 'Companies by criteria' can be transformed into personal views. (For use as is, or for further tailoring)
	New function	The Company Searches have a context menu item added to allow for adding selected companies to a campaign. Only open for users with marketing rights.
	Change	The Overdue Forecast warning has a Refresh button added.
	Error fix	Create new Database with CRM Manager on SQL Server 2005 failed from version 6.11.x . Fixed.

Search&Selection changes

6/5/2009

	Change	(Search&Selection) Adding an activity to an applicant with one or more open positions linked will automatically link the activity to the most recent open position.
	Change	(Search&Selection) When closing an activity linked to a position a test will make sure that the next activity (according to the QoS settings) are planned.
	New function	In Order Configuration e new field 'Comments' is added to Order Detail lines. This is a text field capable of text in any length. When merging letters/offers the merge code is OrderDetail.Comment

Database upgrade, project in activity lists, dimensions in forecast, document extensions, search in price book, ...

6/4/2009

	New function	The price list found in Order Configuration now shows a auto filter row topmost. Use this to filter the list by any column.
	New function	For every OrderLine you can now add up to 3 dimensions. The dimension drop downs are created using Administration \| System Setup \| Lookup tables
	New function	The Price Book in Order Configuration now has an extra entry ind the column context menu: Reset grid settings. Use this to format the grid like factory default.
	Change	Document tabs have a new column (Secure) added. Using this a small red shield will signal that the document is stored in a secure folder. This is also shown by making the text background coral.
	New function	In the menu Edit \| Settings you can now choose what document extensions will be used. Very handy if you for instance use Excel 2003 but for any reason uses the xlsx document type as default.
	New function	Support for Excel templates with macros (xlsm extension). Please note that OnLoad / OnShow macros are not supported as these will make our merge of information impossible.
	Change	Activity Lists in tabs have Project and Project key columns added. Not shown by default so you have to add them with the column menu.
	Error fix	The Outlook warning (a program is trying to access ...) sometimes raised when doing mass mail merge from a campaign has been circumvented.

Price list import, OwnerChange rights,

5/25/2009

	New function	The Excel file importer (Administration \| Import) will now import product and price list data.
	New function	The Access Matrix is expanded with the option to allow or disallow rights to change owner or teammembers on companies.
	New function	A new tab called Organization is added to the Company Window. Use Customize layout to add it. The new tab will allow for building a simple org chart covering employees in the company.
	New function	A new very basic project report has been added to the project window. As of now only project base data and activities are included in the report.

Outlook sync, error fix

5/19/2009

	Change	In cases where system resources are scarce (could be on a terminal server) you will be helped by the Outlook mail sync change that divides scanning into chunks of 200 mails.
	Error fix	Version 6.10.16 exposed an error when adding orderlines to a forecast. Fixed

Secure fields, Secure folder, Outlook sync improvements, ...

5/18/2009

	Change	Outlook sync contacts is changed as to solely load items of IPM.Contact class.
	Change	Outlook sync activities is changed as to solely load items of IPM.Appointment class.
	New function	In the Search&Selection module Position Applicants tab you will now find a context menu with the option to send a Bcc mail to selected applicants.
	New function	Merge fields (Word, Excel and Outlook mails) are supplemented with all data fields from Position. Like Position.Name. Use from Position or from an activity linked to a Position.
	Change	If ChannelCRM is installed while an instance of Outlook is running you will avoid errors even when you are to send or sync e-mails. You will se the "A program is trying to access your contacts ..." warning but this is preferrable compared to a fatal error.
	New function	Secure Folder implemented. Using this you can have some documents stored in an alternative folder (with more narrow access rights) and thereby only allow access to designated users. Documents can be created in the secure location and moving documents between secure and open locations are done by a context menu on the document link.
	New function	During Order Configuration designated users are allowed access to 4 more value fields (VlaueS1, .., ValueS4). These fields operate like the 5 "normal" value fields but only users with Rights "ViewSecureFields" are able to access.

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